Heartwood Wealth Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
20,160
+734
| +4% | +$51.9K | 0.15% | 60 |
|
|
2025
Q1 | $1.39M | Buy |
19,426
+1,483
| +8% | +$106K | 0.16% | 58 |
|
|
2024
Q4 | $1.12M | Sell |
17,943
-13
| -0.1% | -$809 | 0.13% | 58 |
|
|
2024
Q3 | $1.29M | Sell |
17,956
-668
| -4% | -$48K | 0.14% | 53 |
|
|
2024
Q2 | $1.19M | Buy |
18,624
+1,275
| +7% | +$81.2K | 0.14% | 51 |
|
|
2024
Q1 | $1.06M | Buy |
17,349
+12,331
| +246% | +$754K | 0.13% | 51 |
|
|
2023
Q4 | $296K | Hold |
5,018
| – | – | 0.04% | 111 |
|
|
2023
Q3 | $281K | Sell |
5,018
-9,400
| -65% | -$526K | 0.04% | 110 |
|
|
2023
Q2 | $868K | Hold |
14,418
| – | – | 0.12% | 58 |
|
|
2023
Q1 | $894K | Sell |
14,418
-9,132
| -39% | -$566K | 0.13% | 53 |
|
|
2022
Q4 | $1.5M | Sell |
23,550
-329
| -1% | -$20.9K | 0.23% | 39 |
|
|
2022
Q3 | $1.34M | Sell |
23,879
-40
| -0.2% | -$2.24K | 0.23% | 37 |
|
|
2022
Q2 | $1.51M | Buy |
23,919
+1,255
| +6% | +$79K | 0.25% | 35 |
|
|
2022
Q1 | $1.41M | Buy |
22,664
+3,194
| +16% | +$198K | 0.21% | 40 |
|
|
2021
Q4 | $1.15M | Buy |
19,470
+2,685
| +16% | +$159K | 0.17% | 42 |
|
|
2021
Q3 | $881K | Buy |
16,785
+215
| +1% | +$11.3K | 0.14% | 44 |
|
|
2021
Q2 | $897K | Buy |
16,570
+4,639
| +39% | +$251K | 0.14% | 44 |
|
|
2021
Q1 | $629K | Buy |
11,931
+2,531
| +27% | +$133K | 0.1% | 49 |
|
|
2020
Q4 | $515K | Hold |
9,400
| – | – | 0.08% | 51 |
|
|
2020
Q3 | $464K | Sell |
9,400
-100
| -1% | -$4.94K | 0.09% | 48 |
|
|
2020
Q2 | $424K | Hold |
9,500
| – | – | 0.08% | 51 |
|
|
2020
Q1 | $420K | Sell |
9,500
-200
| -2% | -$8.84K | 0.1% | 41 |
|
|
2019
Q4 | $537K | Buy |
+9,700
| New | +$537K | 0.1% | 46 |
|